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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & BROWN INC Service code 49 · EIN 59-0864469 | Other Services | $8,230 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,100 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,235 | $70,667-45.9% | $123,105-68.9% | $52,331-26.9% |
| Participation rate | 76.2% | 83.7%-7.5pp | 86.8%-10.6pp | 68.1%+8.1pp |
| Annual return | 11.54% | 6.23%+5.3pp | 13.22%-1.7pp | 4.54%+7.0pp |
| Employer contribution / active EE | $2,426 | $2,946-17.7% | $5,151-52.9% | $1,882+28.9% |
| Participant deferral / active EE | $4,543 | $4,493+1.1% | $6,229-27.1% | $3,022+50.3% |
| Admin fee / account holder | $27 | $506-94.6% | $9,014-99.7% | $592-95.4% |